VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523,528 shares; 2024Q4: 486,952 shares; 2025Q1: 502,081 shares; 2025Q2: 531,012 shares; 2025Q3: 498,024 shares; 2025Q4: 485,490 shares; 2026Q1: 525,971 shares; 2026Q2: 514,982 shares 514,982 $354M 10.65% -10,989 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726,546 shares; 2024Q4: 2,729,642 shares; 2025Q1: 2,825,948 shares; 2025Q2: 2,810,427 shares; 2025Q3: 2,841,288 shares; 2025Q4: 2,897,259 shares; 2026Q1: 3,020,430 shares; 2026Q2: 2,996,113 shares 2,996,113 $311M 9.37% -24,317 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,321 shares; 2024Q4: 372,011 shares; 2025Q1: 366,050 shares; 2025Q2: 364,378 shares; 2025Q3: 348,756 shares; 2025Q4: 335,243 shares; 2026Q1: 332,226 shares; 2026Q2: 323,543 shares 323,543 $242M 7.27% -8,683 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 822,952 shares; 2024Q4: 836,245 shares; 2025Q1: 844,384 shares; 2025Q2: 856,608 shares; 2025Q3: 1,623,190 shares; 2025Q4: 1,663,150 shares; 2026Q1: 1,741,408 shares; 2026Q2: 1,754,412 shares 1,754,412 $169M 5.09% +13,004 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654,420 shares; 2024Q4: 1,663,681 shares; 2025Q1: 1,709,685 shares; 2025Q2: 1,704,384 shares; 2025Q3: 1,672,735 shares; 2025Q4: 1,613,586 shares; 2026Q1: 1,843,291 shares; 2026Q2: 1,812,084 shares 1,812,084 $159M 4.79% -31,207 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635,043 shares; 2024Q4: 633,928 shares; 2025Q1: 643,941 shares; 2025Q2: 609,174 shares; 2025Q3: 582,631 shares; 2025Q4: 562,884 shares; 2026Q1: 563,866 shares; 2026Q2: 481,468 shares 481,468 $145M 4.36% -82,398 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021,393 shares; 2024Q4: 3,199,964 shares; 2025Q1: 3,257,475 shares; 2025Q2: 3,182,811 shares; 2025Q3: 3,143,808 shares; 2025Q4: 3,134,953 shares; 2026Q1: 3,228,121 shares; 2026Q2: 2,419,156 shares 2,419,156 $144M 4.35% -808,965 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191,849 shares; 2024Q4: 2,199,537 shares; 2025Q1: 2,253,629 shares; 2025Q2: 2,268,824 shares; 2025Q3: 2,260,253 shares; 2025Q4: 2,283,286 shares; 2026Q1: 2,349,194 shares; 2026Q2: 1,811,344 shares 1,811,344 $140M 4.21% -537,850 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533,681 shares; 2024Q4: 527,443 shares; 2025Q1: 508,647 shares; 2025Q2: 531,018 shares; 2025Q3: 531,973 shares; 2025Q4: 624,484 shares; 2026Q1: 1,065,087 shares; 2026Q2: 1,243,907 shares 1,243,907 $115M 3.45% +178,820 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,836 shares; 2025Q1: 5,115 shares; 2025Q2: 307,165 shares; 2025Q3: 305,716 shares; 2025Q4: 306,241 shares; 2026Q1: 314,286 shares; 2026Q2: 296,997 shares 296,997 $109M 3.27% -17,289 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,108 shares; 2024Q4: 115,173 shares; 2025Q1: 115,173 shares; 2025Q2: 117,293 shares; 2025Q3: 117,252 shares; 2025Q4: 122,207 shares; 2026Q1: 1,290,721 shares; 2026Q2: 1,291,719 shares 1,291,719 $98.3M 2.96% +998 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,818 shares; 2024Q4: 139,396 shares; 2025Q1: 131,329 shares; 2025Q2: 130,161 shares; 2025Q3: 127,003 shares; 2025Q4: 120,533 shares; 2026Q1: 118,701 shares; 2026Q2: 1,279,350 shares 1,279,350 $87.5M 2.64% +1,160,649 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,779 shares; 2024Q4: 6,941 shares; 2025Q1: 135,643 shares; 2025Q2: 133,381 shares; 2025Q3: 131,728 shares; 2025Q4: 120,248 shares; 2026Q1: 124,414 shares; 2026Q2: 117,449 shares 117,449 $86.5M 2.6% -6,965 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,291 shares; 2024Q4: 58,606 shares; 2025Q1: 1,075,390 shares; 2025Q2: 1,110,253 shares; 2025Q3: 1,128,842 shares; 2025Q4: 1,206,289 shares; 2026Q1: 1,271,182 shares; 2026Q2: 1,360,880 shares 1,360,880 $80.3M 2.42% +89,698 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604,086 shares; 2024Q4: 660,319 shares; 2025Q1: 632,270 shares; 2025Q2: 647,256 shares; 2025Q3: 667,066 shares; 2025Q4: 706,139 shares; 2026Q1: 660,811 shares; 2026Q2: 722,961 shares 722,961 $71.6M 2.15% +62,150 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,802 shares; 2024Q4: 101,150 shares; 2025Q1: 100,251 shares; 2025Q2: 83,408 shares; 2025Q3: 75,541 shares; 2025Q4: 75,456 shares; 2026Q1: 72,845 shares; 2026Q2: 69,045 shares 69,045 $51.7M 1.56% -3,800 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,604 shares; 2024Q4: 142,539 shares; 2025Q1: 145,110 shares; 2025Q2: 146,724 shares; 2025Q3: 143,828 shares; 2025Q4: 143,636 shares; 2026Q1: 164,127 shares; 2026Q2: 168,159 shares 168,159 $48.7M 1.46% +4,032 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,443 shares; 2024Q4: 267,026 shares; 2025Q1: 238,918 shares; 2025Q2: 242,148 shares; 2025Q3: 236,373 shares; 2025Q4: 204,579 shares; 2026Q1: 208,628 shares; 2026Q2: 206,926 shares 206,926 $41.4M 1.25% -1,702 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,167 shares; 2024Q4: 127,361 shares; 2025Q1: 113,324 shares; 2025Q2: 116,913 shares; 2025Q3: 113,527 shares; 2025Q4: 110,385 shares; 2026Q1: 101,278 shares; 2026Q2: 101,056 shares 101,056 $36.1M 1.09% -222 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,458 shares; 2024Q4: 105,138 shares; 2025Q1: 125,435 shares; 2025Q2: 127,244 shares; 2025Q3: 124,244 shares; 2025Q4: 125,196 shares; 2026Q1: 127,496 shares; 2026Q2: 127,690 shares 127,690 $30.4M 0.92% +194 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,093 shares; 2024Q4: 64,960 shares; 2025Q1: 66,503 shares; 2025Q2: 67,789 shares; 2025Q3: 66,836 shares; 2025Q4: 66,398 shares; 2026Q1: 76,135 shares; 2026Q2: 79,441 shares 79,441 $29.6M 0.89% +3,306 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,751 shares; 2024Q4: 305,678 shares; 2025Q1: 314,368 shares; 2025Q2: 304,235 shares; 2025Q3: 301,505 shares; 2025Q4: 474,591 shares; 2026Q1: 472,402 shares; 2026Q2: 457,065 shares 457,065 $25.6M 0.77% -15,337 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,675 shares; 2024Q4: 168,668 shares; 2025Q1: 171,541 shares; 2025Q2: 169,381 shares; 2025Q3: 161,337 shares; 2025Q4: 155,011 shares; 2026Q1: 157,309 shares; 2026Q2: 154,912 shares 154,912 $25.4M 0.76% -2,397 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,944 shares; 2024Q4: 303,882 shares; 2025Q1: 387,149 shares; 2025Q2: 995,869 shares; 2025Q3: 314,561 shares; 2025Q4: 332,746 shares; 2026Q1: 326,082 shares; 2026Q2: 480,554 shares 480,554 $24.3M 0.73% +154,472 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,848 shares; 2024Q4: 329,818 shares; 2025Q1: 323,943 shares; 2025Q2: 331,651 shares; 2025Q3: 327,920 shares; 2025Q4: 326,830 shares; 2026Q1: 321,897 shares; 2026Q2: 314,123 shares 314,123 $22.4M 0.67% -7,774 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,288 shares; 2024Q4: 230,745 shares; 2025Q1: 309,225 shares; 2025Q2: 170,629 shares; 2025Q3: 282,629 shares; 2025Q4: 295,889 shares; 2026Q1: 287,134 shares; 2026Q2: 431,876 shares 431,876 $21.8M 0.66% +144,742 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,047 shares; 2024Q4: 85,676 shares; 2025Q1: 84,110 shares; 2025Q2: 84,667 shares; 2025Q3: 79,447 shares; 2025Q4: 77,436 shares; 2026Q1: 65,673 shares; 2026Q2: 65,525 shares 65,525 $21.4M 0.65% -148 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,954 shares; 2024Q4: 35,254 shares; 2025Q1: 34,575 shares; 2025Q2: 34,616 shares; 2025Q3: 33,918 shares; 2025Q4: 33,864 shares; 2026Q1: 33,941 shares; 2026Q2: 33,704 shares 33,704 $19M 0.57% -237 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,342 shares; 2024Q4: 153,288 shares; 2025Q1: 145,982 shares; 2025Q2: 145,928 shares; 2025Q3: 157,651 shares; 2025Q4: 183,801 shares; 2026Q1: 185,028 shares; 2026Q2: 180,587 shares 180,587 $18.5M 0.56% -4,441 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,960 shares; 2024Q4: 51,258 shares; 2025Q1: 50,968 shares; 2025Q2: 51,766 shares; 2025Q3: 48,618 shares; 2025Q4: 48,706 shares; 2026Q1: 48,475 shares; 2026Q2: 49,014 shares 49,014 $16.8M 0.51% +539 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,682 shares; 2024Q4: 231,837 shares; 2025Q1: 311,846 shares; 2025Q2: 172,135 shares; 2025Q3: 286,068 shares; 2025Q4: 298,865 shares; 2026Q1: 289,424 shares; 2026Q2: 310,228 shares 310,228 $15.4M 0.46% +20,804 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,150 shares; 2025Q1: 37,466 shares; 2025Q2: 37,157 shares; 2025Q3: 35,815 shares; 2025Q4: 36,412 shares; 2026Q1: 39,103 shares; 2026Q2: 38,970 shares 38,970 $14.7M 0.44% -133 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,718 shares; 2024Q4: 16,068 shares; 2025Q1: 15,980 shares; 2025Q2: 16,039 shares; 2025Q3: 15,719 shares; 2025Q4: 15,448 shares; 2026Q1: 15,138 shares; 2026Q2: 15,019 shares 15,019 $14.7M 0.44% -119 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,702 shares; 2024Q4: 42,709 shares; 2025Q1: 42,485 shares; 2025Q2: 43,335 shares; 2025Q3: 41,960 shares; 2025Q4: 41,900 shares; 2026Q1: 42,920 shares; 2026Q2: 42,826 shares 42,826 $14.6M 0.44% -94 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,257 shares; 2024Q4: 117,156 shares; 2025Q1: 120,388 shares; 2025Q2: 122,342 shares; 2025Q3: 126,031 shares; 2025Q4: 129,403 shares; 2026Q1: 131,592 shares; 2026Q2: 132,543 shares 132,543 $13.6M 0.41% +951 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,452 shares; 2025Q1: 2,457 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,200 shares; 2026Q1: 2,250 shares; 2026Q2: 47,506 shares 47,506 $12.9M 0.39% +45,256 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $12.7M 0.38% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,590 shares; 2024Q4: 89,441 shares; 2025Q1: 89,880 shares; 2025Q2: 90,570 shares; 2025Q3: 86,657 shares; 2025Q4: 85,031 shares; 2026Q1: 84,462 shares; 2026Q2: 83,497 shares 83,497 $12.6M 0.38% -965 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,305 shares; 2024Q4: 52,193 shares; 2025Q1: 49,890 shares; 2025Q2: 51,156 shares; 2025Q3: 49,470 shares; 2025Q4: 49,145 shares; 2026Q1: 49,043 shares; 2026Q2: 48,282 shares 48,282 $12.3M 0.37% -761 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,163 shares; 2025Q2: 28,336 shares; 2025Q3: 28,046 shares; 2025Q4: 28,218 shares; 2026Q1: 29,072 shares; 2026Q2: 44,489 shares 44,489 $11.3M 0.34% +15,417 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,734 shares; 2025Q3: 136,734 shares; 2025Q4: 139,595 shares; 2026Q1: 139,622 shares; 2026Q2: 139,513 shares 139,513 $10.9M 0.33% -109 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,273 shares; 2024Q4: 37,532 shares; 2025Q1: 43,606 shares; 2025Q2: 37,467 shares; 2025Q3: 36,282 shares; 2025Q4: 35,875 shares; 2026Q1: 35,399 shares; 2026Q2: 34,748 shares 34,748 $10.5M 0.32% -651 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,628 shares; 2024Q4: 8,568 shares; 2025Q1: 8,612 shares; 2025Q2: 8,980 shares; 2025Q3: 8,692 shares; 2025Q4: 8,411 shares; 2026Q1: 8,593 shares; 2026Q2: 8,749 shares 8,749 $10.5M 0.32% +156 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares; 2026Q2: 5,142 shares 5,142 $10.2M 0.31% +4,914 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,996 shares; 2024Q4: 60,905 shares; 2025Q1: 62,090 shares; 2025Q2: 63,194 shares; 2025Q3: 62,733 shares; 2025Q4: 62,973 shares; 2026Q1: 61,484 shares; 2026Q2: 59,409 shares 59,409 $9.85M 0.3% -2,075 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,251 shares; 2024Q4: 7,388 shares; 2025Q1: 7,115 shares; 2025Q2: 15,892 shares; 2025Q3: 12,405 shares; 2025Q4: 19,050 shares; 2026Q1: 20,305 shares; 2026Q2: 19,665 shares 19,665 $9.84M 0.3% -640 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,107 shares; 2024Q4: 102,019 shares; 2025Q1: 109,703 shares; 2025Q2: 106,909 shares; 2025Q3: 109,429 shares; 2025Q4: 185,400 shares; 2026Q1: 209,264 shares; 2026Q2: 197,858 shares 197,858 $9.38M 0.28% -11,406 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,756 shares; 2024Q4: 33,499 shares; 2025Q1: 32,983 shares; 2025Q2: 33,204 shares; 2025Q3: 32,213 shares; 2025Q4: 31,854 shares; 2026Q1: 31,807 shares; 2026Q2: 31,651 shares 31,651 $8.82M 0.27% -156 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,148 shares; 2025Q1: 9,226 shares; 2025Q2: 9,362 shares; 2025Q3: 9,035 shares; 2025Q4: 8,993 shares; 2026Q1: 9,150 shares; 2026Q2: 9,143 shares 9,143 $8.79M 0.26% -7 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,168 shares; 2024Q4: 58,900 shares; 2025Q1: 60,147 shares; 2025Q2: 61,951 shares; 2025Q3: 61,405 shares; 2025Q4: 60,848 shares; 2026Q1: 60,698 shares; 2026Q2: 60,029 shares 60,029 $8.21M 0.25% -669 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,312 shares; 2024Q4: 52,212 shares; 2025Q1: 52,212 shares; 2025Q2: 52,218 shares; 2025Q3: 44,392 shares; 2025Q4: 44,392 shares; 2026Q1: 44,386 shares; 2026Q2: 44,386 shares 44,386 $8.19M 0.25% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,638 shares; 2025Q3: 12,300 shares; 2025Q4: 12,223 shares; 2026Q1: 12,272 shares; 2026Q2: 11,172 shares 11,172 $8.04M 0.24% -1,100 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,238 shares; 2024Q4: 12,221 shares; 2025Q1: 12,219 shares; 2025Q2: 12,202 shares; 2025Q3: 11,939 shares; 2025Q4: 11,929 shares; 2026Q1: 11,886 shares; 2026Q2: 11,309 shares 11,309 $7.95M 0.24% -577 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,103 shares; 2024Q4: 52,036 shares; 2025Q1: 52,831 shares; 2025Q2: 54,346 shares; 2025Q3: 53,141 shares; 2025Q4: 53,202 shares; 2026Q1: 55,350 shares; 2026Q2: 54,122 shares 54,122 $7.94M 0.24% -1,228 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,265 shares; 2024Q4: 3,165 shares; 2025Q1: 3,588 shares; 2025Q2: 3,166 shares; 2025Q3: 3,159 shares; 2025Q4: 3,206 shares; 2026Q1: 3,136 shares; 2026Q2: 41,425 shares 41,425 $7.86M 0.24% +38,289 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,724 shares; 2024Q4: 38,726 shares; 2025Q1: 38,461 shares; 2025Q2: 39,055 shares; 2025Q3: 38,111 shares; 2025Q4: 37,260 shares; 2026Q1: 36,693 shares; 2026Q2: 35,549 shares 35,549 $7.85M 0.24% -1,144 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,251 shares; 2024Q4: 24,920 shares; 2025Q1: 23,593 shares; 2025Q2: 23,688 shares; 2025Q3: 20,878 shares; 2025Q4: 20,477 shares; 2026Q1: 20,648 shares; 2026Q2: 20,334 shares 20,334 $7.52M 0.23% -314 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,430 shares; 2024Q4: 20,018 shares; 2025Q1: 19,535 shares; 2025Q2: 20,033 shares; 2025Q3: 18,522 shares; 2025Q4: 18,111 shares; 2026Q1: 18,196 shares; 2026Q2: 17,705 shares 17,705 $7.45M 0.22% -491 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,947 shares; 2024Q4: 23,534 shares; 2025Q1: 23,458 shares; 2025Q2: 23,888 shares; 2025Q3: 23,293 shares; 2025Q4: 22,877 shares; 2026Q1: 22,879 shares; 2026Q2: 22,942 shares 22,942 $7.22M 0.22% +63 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,685 shares; 2024Q4: 16,744 shares; 2025Q1: 16,553 shares; 2025Q2: 16,462 shares; 2025Q3: 16,256 shares; 2025Q4: 16,301 shares; 2026Q1: 16,776 shares; 2026Q2: 16,820 shares 16,820 $7.17M 0.22% +44 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,453 shares; 2025Q3: 141,566 shares; 2025Q4: 141,416 shares; 2026Q1: 141,314 shares; 2026Q2: 141,314 shares 141,314 $7.16M 0.22% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,391 shares; 2024Q4: 32,408 shares; 2025Q1: 32,714 shares; 2025Q2: 33,124 shares; 2025Q3: 32,492 shares; 2025Q4: 32,094 shares; 2026Q1: 31,904 shares; 2026Q2: 31,242 shares 31,242 $6.96M 0.21% -662 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,669 shares; 2026Q2: 18,459 shares 18,459 $6.93M 0.21% -210 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,684 shares; 2024Q4: 18,207 shares; 2025Q1: 23,013 shares; 2025Q2: 21,528 shares; 2025Q3: 16,805 shares; 2025Q4: 16,962 shares; 2026Q1: 17,881 shares; 2026Q2: 17,671 shares 17,671 $6.24M 0.19% -210 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522 shares; 2024Q4: 1,451 shares; 2025Q1: 1,447 shares; 2025Q2: 1,450 shares; 2025Q3: 1,423 shares; 2025Q4: 1,370 shares; 2026Q1: 1,374 shares; 2026Q2: 34,018 shares 34,018 $6.06M 0.18% +32,644 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,186 shares; 2025Q3: 76,186 shares; 2025Q4: 76,186 shares; 2026Q1: 76,186 shares; 2026Q2: 76,186 shares 76,186 $6.02M 0.18% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,196 shares; 2024Q4: 29,202 shares; 2025Q1: 29,302 shares; 2025Q2: 29,931 shares; 2025Q3: 29,170 shares; 2025Q4: 29,427 shares; 2026Q1: 30,401 shares; 2026Q2: 30,282 shares 30,282 $5.89M 0.18% -119 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,600 shares; 2024Q4: 64,208 shares; 2025Q1: 65,000 shares; 2025Q2: 66,323 shares; 2025Q3: 64,598 shares; 2025Q4: 62,803 shares; 2026Q1: 61,647 shares; 2026Q2: 61,038 shares 61,038 $5.87M 0.18% -609 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,454 shares; 2024Q4: 39,291 shares; 2025Q1: 40,380 shares; 2025Q2: 42,241 shares; 2025Q3: 41,359 shares; 2025Q4: 41,599 shares; 2026Q1: 42,151 shares; 2026Q2: 41,616 shares 41,616 $5.64M 0.17% -535 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,577 shares; 2024Q4: 39,577 shares; 2025Q1: 39,577 shares; 2025Q2: 42,046 shares; 2025Q3: 42,046 shares; 2025Q4: 42,046 shares; 2026Q1: 42,046 shares; 2026Q2: 35,154 shares 35,154 $5.52M 0.17% -6,892 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,521 shares; 2024Q4: 6,119 shares; 2025Q1: 6,102 shares; 2025Q2: 6,113 shares; 2025Q3: 6,113 shares; 2025Q4: 6,697 shares; 2026Q1: 6,162 shares; 2026Q2: 7,400 shares 7,400 $5.35M 0.16% +1,238 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,801 shares; 2024Q4: 10,742 shares; 2025Q1: 10,663 shares; 2025Q2: 13,038 shares; 2025Q3: 12,905 shares; 2025Q4: 12,591 shares; 2026Q1: 12,503 shares; 2026Q2: 12,994 shares 12,994 $5.32M 0.16% +491 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,596 shares; 2024Q4: 23,436 shares; 2025Q1: 23,773 shares; 2025Q2: 24,142 shares; 2025Q3: 23,708 shares; 2025Q4: 23,073 shares; 2026Q1: 22,615 shares; 2026Q2: 22,187 shares 22,187 $5.3M 0.16% -428 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,150 shares; 2025Q1: 48,335 shares; 2025Q2: 48,712 shares; 2025Q3: 51,285 shares; 2025Q4: 50,446 shares; 2026Q1: 57,051 shares; 2026Q2: 54,232 shares 54,232 $5.27M 0.16% -2,819 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,125 shares; 2024Q4: 112,199 shares; 2025Q1: 112,755 shares; 2025Q2: 110,379 shares; 2025Q3: 110,455 shares; 2025Q4: 108,348 shares; 2026Q1: 104,434 shares; 2026Q2: 92,355 shares 92,355 $5.05M 0.15% -12,079 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,861 shares; 2025Q2: 33,450 shares; 2025Q3: 43,920 shares; 2025Q4: 44,020 shares; 2026Q1: 44,192 shares; 2026Q2: 43,630 shares 43,630 $5.01M 0.15% -562 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,739 shares; 2025Q3: 198,408 shares; 2025Q4: 201,936 shares; 2026Q1: 201,936 shares; 2026Q2: 201,936 shares 201,936 $4.87M 0.15% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,849 shares; 2024Q4: 128,687 shares; 2025Q1: 90,941 shares; 2025Q2: 72,213 shares; 2025Q3: 47,287 shares; 2025Q4: 47,017 shares; 2026Q1: 44,687 shares; 2026Q2: 44,687 shares 44,687 $4.81M 0.14% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,002 shares; 2024Q4: 165,881 shares; 2025Q1: 165,881 shares; 2025Q2: 159,817 shares; 2025Q3: 159,817 shares; 2025Q4: 169,616 shares; 2026Q1: 160,379 shares; 2026Q2: 160,379 shares 160,379 $4.72M 0.14% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,282 shares; 2024Q4: 81,802 shares; 2025Q1: 82,702 shares; 2025Q2: 80,472 shares; 2025Q3: 51,799 shares; 2025Q4: 50,665 shares; 2026Q1: 50,308 shares; 2026Q2: 49,788 shares 49,788 $4.65M 0.14% -520 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374,791 shares; 2025Q4: 397,966 shares; 2026Q1: 396,605 shares; 2026Q2: 404,502 shares 404,502 $4.61M 0.14% +7,897 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,341 shares; 2024Q4: 59,872 shares; 2025Q1: 59,872 shares; 2025Q2: 59,578 shares; 2025Q3: 58,249 shares; 2025Q4: 57,456 shares; 2026Q1: 57,141 shares; 2026Q2: 54,731 shares 54,731 $4.48M 0.14% -2,410 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,195 shares; 2024Q4: 39,004 shares; 2025Q1: 29,701 shares; 2025Q2: 30,160 shares; 2025Q3: 29,814 shares; 2025Q4: 29,569 shares; 2026Q1: 27,087 shares; 2026Q2: 26,752 shares 26,752 $4.19M 0.13% -335 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,315 shares; 2025Q3: 77,453 shares; 2025Q4: 75,301 shares; 2026Q1: 69,965 shares; 2026Q2: 71,158 shares 71,158 $4.1M 0.12% +1,193 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: 1,687 shares; 2025Q1: 35,607 shares; 2025Q2: 36,205 shares; 2025Q3: 34,041 shares; 2025Q4: 29,324 shares; 2026Q1: 31,296 shares; 2026Q2: 31,088 shares 31,088 $4.06M 0.12% -208 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,162 shares; 2024Q4: 9,931 shares; 2025Q1: 9,881 shares; 2025Q2: 9,855 shares; 2025Q3: 9,802 shares; 2025Q4: 9,722 shares; 2026Q1: 9,644 shares; 2026Q2: 9,385 shares 9,385 $4M 0.12% -259 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,682 shares; 2026Q2: 17,197 shares 17,197 $3.95M 0.12% -1,485 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,247 shares 16,247 $3.64M 0.11% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,306 shares; 2025Q2: 1,286 shares; 2025Q3: 443 shares; 2025Q4: 4,470 shares; 2026Q1: 50,217 shares; 2026Q2: 50,693 shares 50,693 $3.62M 0.11% +476 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,251 shares 16,251 $3.59M 0.11% new Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,009 shares; 2025Q2: 82,450 shares; 2025Q3: 82,732 shares; 2025Q4: 71,840 shares; 2026Q1: 71,636 shares; 2026Q2: 69,826 shares 69,826 $3.58M 0.11% -1,810 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,836 shares; 2024Q4: 8,724 shares; 2025Q1: 8,985 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares; 2026Q1: 8,984 shares; 2026Q2: 9,012 shares 9,012 $3.55M 0.11% +28 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,020 shares; 2026Q2: 26,218 shares 26,218 $3.53M 0.11% -802 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,678 shares; 2024Q4: 3,678 shares; 2025Q1: 3,642 shares; 2025Q2: 3,715 shares; 2025Q3: 3,707 shares; 2025Q4: 3,503 shares; 2026Q1: 3,644 shares; 2026Q2: 3,642 shares 3,642 $3.41M 0.1% -2 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,143 shares; 2024Q4: 121,062 shares; 2025Q1: 121,062 shares; 2025Q2: 131,495 shares; 2025Q3: 131,495 shares; 2025Q4: 126,255 shares; 2026Q1: 122,753 shares; 2026Q2: 122,753 shares 122,753 $3.4M 0.1% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,208 shares; 2024Q4: 152,137 shares; 2025Q1: 122,362 shares; 2025Q2: 66,393 shares; 2025Q3: 66,418 shares; 2025Q4: 66,418 shares; 2026Q1: 62,742 shares; 2026Q2: 62,339 shares 62,339 $3.28M 0.1% -403 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,731 shares 4,731 $3.02M 0.09% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,345 shares; 2026Q1: 20,463 shares; 2026Q2: 16,348 shares 16,348 $2.93M 0.09% -4,115 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,925 shares; 2025Q2: 7,320 shares; 2025Q3: 6,726 shares; 2025Q4: 5,176 shares; 2026Q1: 6,369 shares; 2026Q2: 5,885 shares 5,885 $2.92M 0.09% -484 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,544 shares; 2024Q4: 6,408 shares; 2025Q1: 6,691 shares; 2025Q2: 6,642 shares; 2025Q3: 6,571 shares; 2025Q4: 6,355 shares; 2026Q1: 8,269 shares; 2026Q2: 8,160 shares 8,160 $2.88M 0.09% -109 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,922 shares 37,922 $2.78M 0.08% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,471 shares; 2024Q4: 6,394 shares; 2025Q1: 6,394 shares; 2025Q2: 6,209 shares; 2025Q3: 5,981 shares; 2025Q4: 11,506 shares; 2026Q1: 11,423 shares; 2026Q2: 14,238 shares 14,238 $2.71M 0.08% +2,815 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 4,682 shares; 2025Q1: 4,484 shares; 2025Q2: 4,704 shares; 2025Q3: 2,833 shares; 2025Q4: 3,648 shares; 2026Q1: 3,892 shares; 2026Q2: 18,177 shares 18,177 $2.66M 0.08% +14,285 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,121 shares; 2024Q4: 4,492 shares; 2025Q1: 6,752 shares; 2025Q2: 9,284 shares; 2025Q3: 8,509 shares; 2025Q4: 8,497 shares; 2026Q1: 8,950 shares; 2026Q2: 33,026 shares 33,026 $2.66M 0.08% +24,076 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,010 shares; 2024Q4: 7,938 shares; 2025Q1: 7,938 shares; 2025Q2: 7,938 shares; 2025Q3: 7,938 shares; 2025Q4: 7,715 shares; 2026Q1: 7,715 shares; 2026Q2: 7,600 shares 7,600 $2.61M 0.08% -115 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,700 shares 25,700 $2.47M 0.07% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,142 shares; 2024Q4: 16,901 shares; 2025Q1: 15,624 shares; 2025Q2: 15,544 shares; 2025Q3: 15,307 shares; 2025Q4: 15,684 shares; 2026Q1: 14,892 shares; 2026Q2: 13,868 shares 13,868 $1.9M 0.06% -1,024 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,269 shares; 2024Q4: 24,058 shares; 2025Q1: 24,058 shares; 2025Q2: 24,058 shares; 2025Q3: 22,506 shares; 2025Q4: 22,506 shares; 2026Q1: 22,506 shares; 2026Q2: 22,506 shares 22,506 $1.88M 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,059 shares; 2025Q1: 2,562 shares; 2025Q2: 2,037 shares; 2025Q3: 1,960 shares; 2025Q4: 1,977 shares; 2026Q1: 2,091 shares; 2026Q2: 6,943 shares 6,943 $1.88M 0.06% +4,852 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,092 shares; 2024Q4: 8,096 shares; 2025Q1: 9,035 shares; 2025Q2: 8,071 shares; 2025Q3: 8,071 shares; 2025Q4: 7,715 shares; 2026Q1: 7,715 shares; 2026Q2: 7,626 shares 7,626 $1.8M 0.05% -89 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,974 shares; 2024Q4: 7,942 shares; 2025Q1: 7,942 shares; 2025Q2: 7,955 shares; 2025Q3: 7,954 shares; 2025Q4: 7,989 shares; 2026Q1: 7,977 shares; 2026Q2: 7,977 shares 7,977 $1.74M 0.05% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,261 shares; 2024Q4: 7,114 shares; 2025Q1: 7,336 shares; 2025Q2: 7,100 shares; 2025Q3: 6,581 shares; 2025Q4: 7,211 shares; 2026Q1: 6,993 shares; 2026Q2: 6,617 shares 6,617 $1.67M 0.05% -376 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,809 shares; 2024Q4: 12,220 shares; 2025Q1: 11,353 shares; 2025Q2: 11,358 shares; 2025Q3: 11,358 shares; 2025Q4: 12,819 shares; 2026Q1: 11,992 shares; 2026Q2: 12,724 shares 12,724 $1.49M 0.04% +732 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,966 shares; 2025Q3: 13,037 shares; 2025Q4: 14,149 shares; 2026Q1: 13,845 shares; 2026Q2: 15,359 shares 15,359 $1.47M 0.04% +1,514 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,000 shares 18,000 $1.42M 0.04% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,822 shares; 2024Q4: 3,802 shares; 2025Q1: 3,744 shares; 2025Q2: 3,706 shares; 2025Q3: 3,707 shares; 2025Q4: 3,494 shares; 2026Q1: 3,494 shares; 2026Q2: 3,805 shares 3,805 $1.39M 0.04% +311 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,246 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 2,949 shares; 2026Q2: 2,854 shares 2,854 $1.36M 0.04% -95 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,843 shares; 2024Q4: 14,792 shares; 2025Q1: 13,715 shares; 2025Q2: 12,315 shares; 2025Q3: 12,268 shares; 2025Q4: 12,233 shares; 2026Q1: 10,649 shares; 2026Q2: 8,153 shares 8,153 $1.29M 0.04% -2,496 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,878 shares; 2024Q4: 3,428 shares; 2025Q1: 2,878 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 10,336 shares 10,336 $1.28M 0.04% +7,706 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,494 shares 7,494 $1.2M 0.04% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 2,866 shares; 2025Q2: 2,738 shares; 2025Q3: 2,690 shares; 2025Q4: 2,537 shares; 2026Q1: 2,537 shares; 2026Q2: 3,114 shares 3,114 $1.15M 0.03% +577 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,782 shares; 2024Q4: 13,360 shares; 2025Q1: 26,985 shares; 2025Q2: 26,985 shares; 2025Q3: 26,723 shares; 2025Q4: 25,882 shares; 2026Q1: 25,882 shares; 2026Q2: 24,744 shares 24,744 $1.1M 0.03% -1,138 Timeline TOV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,387 shares; 2025Q4: 31,898 shares; 2026Q1: 32,064 shares; 2026Q2: 33,779 shares 33,779 $1.06M 0.03% +1,715 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,140 shares; 2024Q4: 214,246 shares; 2025Q1: 14,428 shares; 2025Q2: 18,818 shares; 2025Q3: 17,708 shares; 2025Q4: 18,223 shares; 2026Q1: 19,028 shares; 2026Q2: 17,432 shares 17,432 $1.01M 0.03% -1,596 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,623 shares; 2025Q3: 23,096 shares; 2025Q4: 25,366 shares; 2026Q1: 22,700 shares; 2026Q2: 19,808 shares 19,808 $1M 0.03% -2,892 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,230 shares 5,230 $966K 0.03% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,062 shares; 2024Q4: 18,062 shares; 2025Q1: 18,062 shares; 2025Q2: 18,062 shares; 2025Q3: 19,894 shares; 2025Q4: 20,050 shares; 2026Q1: 19,894 shares; 2026Q2: 19,894 shares 19,894 $957K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 4,569 shares; 2025Q2: 4,569 shares; 2025Q3: 4,569 shares; 2025Q4: 4,682 shares; 2026Q1: 5,411 shares; 2026Q2: 5,411 shares 5,411 $956K 0.03% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,451 shares; 2025Q3: 9,612 shares; 2025Q4: 9,664 shares; 2026Q1: 9,489 shares; 2026Q2: 9,489 shares 9,489 $955K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,129 shares; 2024Q4: 7,928 shares; 2025Q1: 9,103 shares; 2025Q2: 7,548 shares; 2025Q3: 6,396 shares; 2025Q4: 6,514 shares; 2026Q1: 9,619 shares; 2026Q2: 11,544 shares 11,544 $938K 0.03% +1,925 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 772 shares; 2025Q2: 779 shares; 2025Q3: 744 shares; 2025Q4: 800 shares; 2026Q1: 893 shares; 2026Q2: 871 shares 871 $928K 0.03% -22 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,427 shares; 2024Q4: 7,451 shares; 2025Q1: 7,333 shares; 2025Q2: 7,353 shares; 2025Q3: 7,353 shares; 2025Q4: 7,434 shares; 2026Q1: 7,779 shares; 2026Q2: 7,693 shares 7,693 $902K 0.03% -86 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,718 shares; 2024Q4: 23,942 shares; 2025Q1: 23,792 shares; 2025Q2: 23,792 shares; 2025Q3: 23,792 shares; 2025Q4: 24,140 shares; 2026Q1: 23,792 shares; 2026Q2: 23,792 shares 23,792 $863K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,207 shares; 2025Q1: 2,927 shares; 2025Q2: 2,840 shares; 2025Q3: 2,529 shares; 2025Q4: 2,732 shares; 2026Q1: 2,821 shares; 2026Q2: 2,916 shares 2,916 $820K 0.02% +95 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,718 shares; 2024Q4: 6,201 shares; 2025Q1: 4,987 shares; 2025Q2: 4,997 shares; 2025Q3: 4,997 shares; 2025Q4: 5,258 shares; 2026Q1: 5,347 shares; 2026Q2: 9,686 shares 9,686 $800K 0.02% +4,339 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,078 shares; 2024Q4: 10,481 shares; 2025Q1: 8,298 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares; 2025Q4: 6,701 shares; 2026Q1: 8,170 shares; 2026Q2: 8,173 shares 8,173 $789K 0.02% +3 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,456 shares; 2024Q4: 25,367 shares; 2025Q1: 25,367 shares; 2025Q2: 25,367 shares; 2025Q3: 25,367 shares; 2025Q4: 36,395 shares; 2026Q1: 25,367 shares; 2026Q2: 25,367 shares 25,367 $789K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,682 shares; 2024Q4: 2,676 shares; 2025Q1: 2,644 shares; 2025Q2: 2,697 shares; 2025Q3: 1,321 shares; 2025Q4: 1,400 shares; 2026Q1: 1,469 shares; 2026Q2: 1,520 shares 1,520 $781K 0.02% +51 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,463 shares; 2024Q4: 9,463 shares; 2025Q1: 8,695 shares; 2025Q2: 7,843 shares; 2025Q3: 6,238 shares; 2025Q4: 6,131 shares; 2026Q1: 6,200 shares; 2026Q2: 6,553 shares 6,553 $765K 0.02% +353 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,047 shares; 2024Q4: 2,908 shares; 2025Q1: 3,521 shares; 2025Q2: 3,526 shares; 2025Q3: 3,341 shares; 2025Q4: 3,322 shares; 2026Q1: 3,478 shares; 2026Q2: 3,356 shares 3,356 $740K 0.02% -122 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,292 shares; 2024Q4: 63,884 shares; 2025Q1: 62,069 shares; 2025Q2: 58,794 shares; 2025Q3: 58,794 shares; 2025Q4: 58,397 shares; 2026Q1: 58,397 shares; 2026Q2: 55,298 shares 55,298 $739K 0.02% -3,099 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,849 shares; 2024Q4: 1,852 shares; 2025Q1: 1,843 shares; 2025Q2: 1,817 shares; 2025Q3: 1,447 shares; 2025Q4: 1,491 shares; 2026Q1: 1,520 shares; 2026Q2: 1,617 shares 1,617 $604K 0.02% +97 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,664 shares; 2024Q4: 6,108 shares; 2025Q1: 8,228 shares; 2025Q2: 2,985 shares; 2025Q3: 7,404 shares; 2025Q4: 7,396 shares; 2026Q1: 7,924 shares; 2026Q2: 7,924 shares 7,924 $582K 0.02% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,107 shares; 2026Q1: 33,107 shares; 2026Q2: 33,107 shares 33,107 $575K 0.02% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,359 shares; 2024Q4: 8,652 shares; 2025Q1: 8,652 shares; 2025Q2: 8,652 shares; 2025Q3: 8,652 shares; 2025Q4: 8,128 shares; 2026Q1: 8,128 shares; 2026Q2: 8,128 shares 8,128 $568K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,748 shares; 2024Q4: 5,748 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares; 2025Q4: 5,853 shares; 2026Q1: 6,045 shares; 2026Q2: 6,045 shares 6,045 $558K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,614 shares; 2024Q4: 19,742 shares; 2025Q1: 19,862 shares; 2025Q2: 20,545 shares; 2025Q3: 19,275 shares; 2025Q4: 15,173 shares; 2026Q1: 4,442 shares; 2026Q2: 4,440 shares 4,440 $552K 0.02% -2 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $549K 0.02% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,516 shares 6,516 $536K 0.02% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,030 shares; 2024Q4: 10,925 shares; 2025Q1: 10,925 shares; 2025Q2: 10,925 shares; 2025Q3: 10,925 shares; 2025Q4: 9,187 shares; 2026Q1: 9,276 shares; 2026Q2: 9,276 shares 9,276 $535K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,753 shares; 2024Q4: 63,355 shares; 2025Q1: 61,602 shares; 2025Q2: 61,125 shares; 2025Q3: 58,862 shares; 2025Q4: 57,657 shares; 2026Q1: 6,362 shares; 2026Q2: 5,865 shares 5,865 $532K 0.02% -497 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,258 shares; 2025Q1: 2,289 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,299 shares; 2026Q1: 2,326 shares; 2026Q2: 2,294 shares 2,294 $514K 0.02% -32 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,743 shares; 2025Q2: 2,816 shares; 2025Q3: 2,522 shares; 2025Q4: 2,522 shares; 2026Q1: 2,614 shares; 2026Q2: 2,116 shares 2,116 $513K 0.02% -498 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,141 shares; 2025Q3: 19,359 shares; 2025Q4: 20,289 shares; 2026Q1: 18,054 shares; 2026Q2: 18,645 shares 18,645 $512K 0.02% +591 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,457 shares; 2024Q4: 7,955 shares; 2025Q1: 6,591 shares; 2025Q2: 6,669 shares; 2025Q3: 6,669 shares; 2025Q4: 6,669 shares; 2026Q1: 6,560 shares; 2026Q2: 6,722 shares 6,722 $508K 0.02% +162 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,970 shares; 2024Q4: 12,848 shares; 2025Q1: 11,970 shares; 2025Q2: 11,970 shares; 2025Q3: 11,970 shares; 2025Q4: 11,970 shares; 2026Q1: 11,970 shares; 2026Q2: 11,970 shares 11,970 $479K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,038 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares; 2026Q2: 3,038 shares 3,038 $469K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,623 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,623 shares; 2025Q4: 5,623 shares; 2026Q1: 5,623 shares; 2026Q2: 5,623 shares 5,623 $463K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409 shares; 2025Q3: 376 shares; 2025Q4: 366 shares; 2026Q1: 365 shares; 2026Q2: 390 shares 390 $458K 0.01% +25 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,949 shares; 2024Q4: 17,621 shares; 2025Q1: 17,652 shares; 2025Q2: 17,323 shares; 2025Q3: 3,823 shares; 2025Q4: 3,605 shares; 2026Q1: 5,595 shares; 2026Q2: 5,519 shares 5,519 $457K 0.01% -76 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407 shares; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 477 shares; 2025Q4: 491 shares; 2026Q1: 469 shares; 2026Q2: 3,812 shares 3,812 $456K 0.01% +3,343 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 407 shares; 2026Q1: 433 shares; 2026Q2: 434 shares 434 $439K 0.01% +1 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,135 shares; 2024Q4: 25,993 shares; 2025Q1: 25,651 shares; 2025Q2: 26,100 shares; 2025Q3: 2,286 shares; 2025Q4: 2,313 shares; 2026Q1: 2,482 shares; 2026Q2: 2,288 shares 2,288 $436K 0.01% -194 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853 shares; 2024Q4: 2,853 shares; 2025Q1: 3,053 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,678 shares; 2026Q2: 2,678 shares 2,678 $434K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,102 shares 3,102 $433K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,683 shares; 2024Q4: 2,943 shares; 2025Q1: 3,249 shares; 2025Q2: 3,429 shares; 2025Q3: 3,227 shares; 2025Q4: 3,145 shares; 2026Q1: 3,155 shares; 2026Q2: 3,192 shares 3,192 $432K 0.01% +37 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,701 shares; 2024Q4: 13,496 shares; 2025Q1: 13,228 shares; 2025Q2: 13,164 shares; 2025Q3: 6,029 shares; 2025Q4: 5,921 shares; 2026Q1: 5,980 shares; 2026Q2: 5,890 shares 5,890 $425K 0.01% -90 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 774 shares; 2025Q2: 792 shares; 2025Q3: 743 shares; 2025Q4: 704 shares; 2026Q1: 744 shares; 2026Q2: 792 shares 792 $411K 0.01% +48 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,109 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,197 shares; 2026Q1: 1,319 shares; 2026Q2: 1,323 shares 1,323 $401K 0.01% +4 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,957 shares; 2025Q3: 1,792 shares; 2025Q4: 1,855 shares; 2026Q1: 1,958 shares; 2026Q2: 2,194 shares 2,194 $397K 0.01% +236 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,410 shares 5,410 $387K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,095 shares; 2024Q4: 2,095 shares; 2025Q1: 2,082 shares; 2025Q2: 2,072 shares; 2025Q3: 973 shares; 2025Q4: 976 shares; 2026Q1: 1,094 shares; 2026Q2: 1,121 shares 1,121 $379K 0.01% +27 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,629 shares; 2025Q2: 10,061 shares; 2025Q3: 10,061 shares; 2025Q4: 10,061 shares; 2026Q1: 10,061 shares; 2026Q2: 10,061 shares 10,061 $368K 0.01% 0 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,025 shares 16,025 $361K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 692 shares; 2024Q4: 684 shares; 2025Q1: 613 shares; 2025Q2: 632 shares; 2025Q3: 618 shares; 2025Q4: 649 shares; 2026Q1: 753 shares; 2026Q2: 885 shares 885 $360K 0.01% +132 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,452 shares; 2025Q1: 1,351 shares; 2025Q2: 1,336 shares; 2025Q3: 1,332 shares; 2025Q4: 1,230 shares; 2026Q1: 1,303 shares; 2026Q2: 1,191 shares 1,191 $355K 0.01% -112 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,533 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 2,807 shares; 2025Q3: 2,407 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares; 2026Q2: 2,291 shares 2,291 $340K 0.01% -31 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,097 shares; 2024Q4: 20,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 579 shares 579 $336K 0.01% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,665 shares; 2024Q4: 6,965 shares; 2025Q1: 6,965 shares; 2025Q2: 6,965 shares; 2025Q3: 6,965 shares; 2025Q4: 6,965 shares; 2026Q1: 6,965 shares; 2026Q2: 6,965 shares 6,965 $330K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,415 shares; 2026Q2: 1,496 shares 1,496 $313K 0.01% +81 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 4,417 shares; 2025Q3: 4,417 shares; 2025Q4: 4,417 shares; 2026Q1: 4,417 shares; 2026Q2: 4,417 shares 4,417 $309K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares; 2026Q2: 2,676 shares 2,676 $303K 0.01% +16 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,397 shares; 2025Q4: 4,397 shares; 2026Q1: 5,421 shares; 2026Q2: 5,313 shares 5,313 $303K 0.01% -108 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $300K 0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,036 shares; 2024Q4: 3,835 shares; 2025Q1: 4,662 shares; 2025Q2: 2,910 shares; 2025Q3: not reported; 2025Q4: 2,304 shares; 2026Q1: 2,449 shares; 2026Q2: 2,287 shares 2,287 $294K 0.01% -162 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 7,559 shares; 2025Q1: 7,559 shares; 2025Q2: 7,559 shares; 2025Q3: 7,559 shares; 2025Q4: 8,010 shares; 2026Q1: 7,559 shares; 2026Q2: 7,559 shares 7,559 $288K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,808 shares; 2026Q2: 1,802 shares 1,802 $282K 0.01% -6 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857,256 shares; 2024Q4: 1,558,773 shares; 2025Q1: 21,204 shares; 2025Q2: 16,855 shares; 2025Q3: 12,929 shares; 2025Q4: 12,929 shares; 2026Q1: 12,664 shares; 2026Q2: 12,335 shares 12,335 $281K 0.01% -329 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869 shares; 2024Q4: not reported; 2025Q1: 2,633 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 5,640 shares; 2026Q1: 5,830 shares; 2026Q2: 5,830 shares 5,830 $280K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 508 shares; 2026Q1: 541 shares; 2026Q2: 549 shares 549 $275K 0.01% +8 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 3,459 shares; 2025Q1: 2,490 shares; 2025Q2: 3,097 shares; 2025Q3: 2,978 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,752 shares 2,752 $265K 0.01% -80 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 825 shares; 2026Q1: 762 shares; 2026Q2: 729 shares 729 $264K 0.01% -33 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,959 shares; 2025Q2: 3,127 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,193 shares; 2026Q2: 2,990 shares 2,990 $262K 0.01% -203 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,223 shares; 2025Q2: 2,874 shares; 2025Q3: 2,700 shares; 2025Q4: 2,725 shares; 2026Q1: 2,594 shares; 2026Q2: 2,565 shares 2,565 $262K 0.01% -29 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,336 shares; 2024Q4: not reported; 2025Q1: 11,169 shares; 2025Q2: 2,964 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares; 2026Q1: 3,057 shares; 2026Q2: 3,057 shares 3,057 $261K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $256K 0.01% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 2,506 shares; 2025Q1: 2,506 shares; 2025Q2: 2,450 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares; 2026Q1: 1,821 shares; 2026Q2: 1,821 shares 1,821 $255K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,090 shares; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares; 2026Q2: 4,090 shares 4,090 $254K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares 220 $254K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,002 shares; 2026Q2: 1,971 shares 1,971 $248K 0.01% -31 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,914 shares; 2024Q4: 4,914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,118 shares; 2026Q2: 2,173 shares 2,173 $248K 0.01% +55 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,012 shares 4,012 $241K 0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 414,311 shares; 2025Q1: 423,086 shares; 2025Q2: 1,726 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,114 shares 1,114 $237K 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,187 shares 1,187 $226K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,482 shares; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: not reported; 2026Q1: 3,591 shares; 2026Q2: 3,591 shares 3,591 $222K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,381 shares; 2025Q1: 2,381 shares; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares; 2026Q2: 2,381 shares 2,381 $219K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,752 shares; 2024Q4: 27,417 shares; 2025Q1: 13,155 shares; 2025Q2: 15,503 shares; 2025Q3: 15,832 shares; 2025Q4: 13,832 shares; 2026Q1: 13,832 shares; 2026Q2: 13,832 shares 13,832 $218K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608 shares 608 $215K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 471 shares; 2026Q2: 466 shares 466 $211K 0.01% -5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: not reported; 2026Q2: 1,526 shares 1,526 $210K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $204K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,075 shares 2,075 $204K 0.01% new Timeline EXFY EXPENSIFY INC More: the full row for EXPENSIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,189 shares; 2024Q4: 27,189 shares; 2025Q1: 24,102 shares; 2025Q2: 20,314 shares; 2025Q3: 20,314 shares; 2025Q4: 20,314 shares; 2026Q1: 20,314 shares; 2026Q2: 20,314 shares 20,314 $36.4K <0.01% 0 Timeline PMVP PMV PHARMACEUTICALS INC More: the full row for PMV PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,539 shares; 2026Q2: 12,539 shares 12,539 $16.8K <0.01% 0 Timeline